Wealth Management Invest
by WealthManagment Invest
Is this your podcast?WealthManagment Invest is an independent podcast creator known for its focus on financial advisory and investment strategies. The host, David Bodamer, interviews financial advisors and Chief Investment Officers from leading Registered Inves…
Insights from recent episode analysis
Audience Interest
- financial advising insights
- alternative investment strategies
Podcast Focus
- discussions with financial experts
- strategic insights from CIOs
Publishing Consistency
- weekly or more episodes
- active for seven years
Platform Reach
- no platforms detected yet
- unknown follower count
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 2 chart positions in 2 markets.
By chart position
- 🇨🇦CA · Business News#1605K to 30K
- 🇯🇵JP · Business News#1911K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
3K to 20K🎙 ~2x weekly·116 episodes·Last published 1mo ago - Monthly Reach
Unique listeners across all episodes (30 days)
6K to 40K🇨🇦75%🇯🇵25% - Active Followers
Loyal subscribers who consistently listen
1.8K to 12K53 real followers tracked across platforms
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 14 epsHost
Recent guests
Recent episodes
Wealth Management Invest: The Future of Semiliquid Funds with Brian Moriarty
Jul 13, 2026
27m 56s
Wealth Management Invest: Unpacking Autocallable ETFs with Matt Kaufman
Jun 29, 2026
30m 01s
Wealth Management Invest: BofA Merrill’s Mark Sutterlin on Alternatives Allocations
Jun 8, 2026
24m 54s
Wealth Management Invest: Private Credit, Liquidity Pressures and Market Signals with Chris Acito
May 18, 2026
34m 20s
Wealth Management Invest: Scaling Personalization and Private Markets with InvestCloud’s Cheryl Nash
Apr 20, 2026
25m 38s
Social Links & Contact
Official channels & resources
Official Website
Login
RSS Feed
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 7/13/26 | semiliquid fundsprivate equity+4 | Brian Moriarty | MorningstarWealth Management Invest | — | semiliquid fundsprivate credit+5 | — | 27m 56s | ||
| 6/29/26 | autocallable ETFsincome strategies+3 | Matt Kaufman | Calamos Investments | — | autocallable ETFsstructured notes+5 | — | 30m 01s | ||
| 6/8/26 | alternative investmentsprivate markets+5 | Mark Sutterlin | Bank of America Merrill Lynch | — | alternative investmentsprivate markets+5 | — | 24m 54s | ||
| 5/18/26 | private creditliquidity pressures+5 | Chris Acito | Gapstow Capital Partners | — | private creditliquidity design+5 | — | 34m 20s | ||
| 4/20/26 | wealth technologymanaged accounts+3 | Cheryl Nash | InvestCloudAPL+5 | — | scalabilitytax awareness+2 | — | 25m 38s | ||
| 3/23/26 | real assetsactive ETFs+4 | Dan Noonan | Cohen & SteersWealth Management Invest+6 | — | infrastructurecommodities+8 | — | 31m 33s | ||
| 3/9/26 | interval fundstender offer funds+3 | Kimberly Flynn | XA InvestmentsXA Investments’+5 | — | private creditprivate equity+3 | — | 28m 56s | ||
| 2/11/26 | private marketsportfolio construction+3 | Dave Donahoo | Franklin TempletonAmericas, Wealth Management Alternatives+6 | — | investment integritysemi-liquid fund structures+2 | — | 30m 01s | ||
| 1/20/26 | regulatory issuesprivate markets+4 | Anya Coverman | IPAWealth Management Invest+7 | — | Institute for Portfolio Alternativeswealth channel+3 | — | 29m 00s | ||
| 12/15/25 | SMAsdirect indexing+3 | Daniel M. Milligan | Columbia Threadneedle InvestmentsColumbia Threadneedle’s+11 | BostonMA | technologytax management+2 | — | 25m 57s | ||
| 11/17/25 | ETF growthactive ETFs+4 | Onur ErzanNoel Archard | active ETFsSMAs+11 | New YorkNY | AllianceBernsteininvestment trends+2 | — | 32m 28s | ||
| 10/20/25 | portfolio construction60/40 portfolio+3 | Todd Schlanger | VanguardWealth Management Invest+6 | — | investment strategiesmarket volatility+1 | — | 29m 21s | ||
| 9/15/25 | secondary marketsprivate wealth+5 | Jonathan McEvoy | semiliquid fundsColler Capital’s+10 | — | Coller CapitalInvestor Relations+2 | — | 30m 53s | ||
| 8/18/25 | private marketsalternative investments+3 | Ben Sayer | MAI Capital ManagementMAI+12 | ClevelandOhio+1 | MAI Capitalevergreen structures+3 | — | 30m 21s |
Showing 14 of 14
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Distribution & Reach
About the show, platforms, and key insights.
Distribution & Reach
About the show, platforms, and key insights.
WealthManagment Invest is an independent podcast creator known for its focus on financial advisory and investment strategies. The host, David Bodamer, interviews financial advisors and Chief Investment Officers from leading Registered Investment Advisors (RIAs), offering insights into the complexities of wealth management. The Wealth Management Invest podcast stands out due to its in-depth discussions surrounding the integration of alternative investments into traditional portfolios and the evolving landscape of private investment offerings. With a format that blends expert interviews and strategic analysis, it addresses the latest trends in technology and investment products, including ETFs. The show appeals to financial professionals, investors, and anyone interested in enhancing their understanding of wealth management. Listeners gain valuable insights that help them navigate the complexities of investing and improve their financial strategies.
By the numbers
- Total followers: 53
- Total plays: 490
- Total reviews: 13
Platforms
Castbox
- Followers: 34
- Plays: 490
Podcast App
- Followers: 14
- Reviews: 13
Podcast Republic
- Followers: 5
Audience
professionals, adults, general
Key insights
What the show covers
- discussions with financial experts
- strategic insights from CIOs
- enhancing conventional investment portfolios
- technology in wealth management
Audience interests
- financial advising insights
- alternative investment strategies
- private investment offerings
- latest ETF developments
Platform reach
- no platforms detected yet
- unknown follower count
- potential for broad distribution
- focus on financial professionals
Publishing consistency
- weekly or more episodes
- active for seven years
- 116 episodes total
- consistent content delivery
Estimated Audience
Who listens to Wealth Management Invest, estimated by CastFox AI.
Estimated Audience
Who listens to Wealth Management Invest, estimated by CastFox AI.
Listeners are primarily male professionals aged 35 and older interested in finance. They seek insights on wealth management and investment strategies.
- financial advising
- alternative investments
- private equity
- ETF developments
- wealth management
Full demographic breakdown (age, gender, income, countries) is available in the Audience tab. Estimated from chart performance, episode topics, and platform reach. Not measured listener data.
Chart history for Wealth Management Invest
Peaked at #160 in Canada, currently #160 in Canada.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| Canada | — | #160 | #160 | — |
| Japan | — | #191 | #191 | — |
Chart Positions
2 placements across 2 markets.
Chart Positions
2 placements across 2 markets.